ZF
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Zega Financial’s Meta Platforms (Facebook) META Stock Holding History

Zega Financial’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.48M Sell
2,586
-474
-15% -$244K 0.22% 33
2024
Q2 		$1.54M Sell
3,060
-14
-0.5% -$6.8K 0.28% 30
2024
Q1 		$1.49M Sell
3,074
-840
-21% -$375K 0.51% 22
2023
Q4 		$1.39M Buy
+3,914
New +$1.27M 0.44% 26

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zega Financial's META Position: Q3 2024 in Review

Zega Financial reduced its Meta Platforms (Facebook) (META) stake by 15% in Q3 2024, selling an estimated $244K and leaving 2,586 shares worth $1.48M. The position accounts for 0.22% of the portfolio, ranked #33.

Zega Financial first reported a position in META in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.54M in Q2 2024. 4,196 funds tracked by Wall St. Rank hold META as of Q3 2024.

  • Zega Financial held 2,586 shares of Meta Platforms (Facebook) worth $1.48M as of Q3 2024.
  • Zega Financial sold 474 Meta Platforms (Facebook) shares in Q3 2024, an estimated $244K.
  • Meta Platforms (Facebook) made up 0.22% of Zega Financial's portfolio in Q3 2024, its #33 holding.
  • Zega Financial first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 4 quarters since.
  • Zega Financial's Meta Platforms (Facebook) position peaked at $1.54M in Q2 2024.
  • 4,196 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.